You are helping to secure the financial future of your employees and their families by providing them with a retirement savings plan. The government has laid out various requirements and guidelines that if followed, will help to ensure plan sustainability and a reliable income source in retirement. GMS Insurance will assist you with:
- Understanding and fulfilling Capital Accumulation Plan (CAP) Guidelines including, but not limited to, a complete benchmark report, a review of the fund offering and fees, and service provider review
- Documentation audit
- Filing of documentation with regulatory bodies (ex. SIPP)
- Review the complete CAP Guidelines here with updates provided by the Canadian Association of Pension Supervisory Authorities.
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